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Sentiment · FY2026 Q2
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.00B | +0.7% | $-17.17 | -118.7% | 37.7% | 10.7% | -73.9% | $1.18B |
| FY2025 Q1 | $4.64B | +11.3% | $1.61 | +16.7% | 35.6% | 8.3% | 7.4% | $234M |
| FY2025 Q2 | $4.57B | -38.1% | $0.91 | +46.8% | 34.4% | 4.9% | 4.1% | $380M |
| FY2025 Q3 | $4.75B | -37.2% | $1.20 | +11.1% | 35.9% | 6.7% | 5.1% | $-183M |
| FY2025 Q4 | $5.45B | +9.0% | $2.53 | +114.7% | 39.2% | 12.3% | 9.3% | $970M |
| FY2026 Q1 | $4.98B | +7.2% | $1.76 | +9.3% | 36.9% | 9.5% | 7.0% | $391M |
| FY2026 Q2 | $4.89B | +7.0% | $2.70 | +196.7% | 42.9% | 14.1% | 10.5% | $676M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ed Kelly | Wells Fargo | 11 (18%) |
| Matt Boss | JPMorgan | 11 (0%) |
| Michael Lasser | UBS | 11 (27%) |
| Rupesh Parikh | Oppenheimer | 10 (0%) |
| Seth Sigman | Barclays | 10 (10%) |
| John Heinbockel | Guggenheim | 8 (0%) |
| Paul Lejuez | Citigroup | 5 (0%) |
| Scot Ciccarelli | Truist Securities | 5 (20%) |
| Bobby Griffin | Raymond James | 5 (0%) |
| Chuck Grom | Gordon Haskett | 4 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Oppenheimer | 2 | 11 (0%) |
| UBS | 1 | 11 (27%) |
| Wells Fargo | 1 | 11 (18%) |
| JPMorgan | 1 |
| Barclays | 1 | 10 (10%) |
| Guggenheim | 1 | 8 (0%) |
| Citigroup | 1 | 5 (0%) |
| Gordon Haskett | 2 | 5 (20%) |
Dollar Tree opened fiscal 2026 with accelerating execution: continuing-operations net sales rose 7.2% to $5 billion on a 3.5% comparable-sales gain led by a 4.5% increase in average ticket, even as traffic slipped 1% against an earlier Easter calendar. Margins drove the story, with gross margin expanding 120 basis points on lower shrink, freight favorability and higher merchandise margin, lifting adjusted operating income 22% and adjusted EPS 38% to $1.74, above the high end of guidance (GAAP diluted EPS was $1.76, with the prior-year base inflated by non-recurring items). Multi-price expansion continued to broaden the assortment into everyday categories, where consumables comped 3.2% and discretionary 3.9%. Management raised its full-year adjusted EPS outlook to $6.70 to $7.10 while holding the net sales and comp ranges, choosing to bank the first-quarter upside against higher second-half fuel costs tied to the Middle East conflict and continued tariff uncertainty.
Demand | Margin | Pricing | Cost Pressure | Revenue Growth | Trade Tariffs | Product Launch | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q3 | 3 | 4 | 2 | 3 | 1 | 4 | 2 | |
| 2024Q4 | 2 | 3 | 4 | 2 | 4 | 5 | 2 | 1 |
| 2025Q1 | 4 | 4 | 4 | 5 | 5 | 5 | 2 | |
| 2025Q2 | 5 | 3 | 6 | 3 | 4 | 2 | 3 | 1 |
| 2025Q3 | 9 | 3 | 8 | 3 | 6 | 1 | 2 | 1 |
| 2025Q4 | 7 | 4 | 2 | 7 | 1 | 1 | 2 | 1 |
| 2026Q1 | 6 | 5 | 2 | 3 | 2 | 2 | 1 | 1 |
| '24Q3 | '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|---|
| Demand | 3 | 2 | 4 | 5 | 9 | 7 | 6 |
| Margin | 4 | 3 | 4 | 3 | 3 | 4 | 5 |
| Pricing | 4 | 4 | 6 | 8 | 2 | 2 | |
| Cost Pressure | 2 | 2 | 5 | 3 | 3 | 7 | 3 |
| Revenue Growth | 3 | 4 | 5 | 4 | 6 | 1 | 2 |
| Trade Tariffs | 1 | 5 | 5 | 2 | 1 | 1 | 2 |
| Product Launch | 4 | 2 | 2 | 3 | 2 | 2 | 1 |
| Competitive Dynamics | 2 | 1 | 1 | 1 | 1 | 1 |
What DLTR and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Rice-A-Roni is a great example. SPAM, you can see in the stores. Frank's hot sauce, and then we put that on everything.”
Dollar Tree brought back Frank's RedHot (a McCormick brand) at its $1.50 price point, a read-through to restored Dollar Tree distribution for McCormick.
“Rice-A-Roni is a great example. SPAM, you can see in the stores. Frank's hot sauce, and then we put that on everything.”
Dollar Tree cited Rice-A-Roni (a PepsiCo/Quaker brand) as a brand it brought back at $1.50, a read-through to restored Dollar Tree distribution for PepsiCo.
“Rice-A-Roni is a great example. SPAM, you can see in the stores. Frank's hot sauce, and then we put that on everything.”
Dollar Tree regained branded products like Hormel's SPAM at its new $1.50 price point, a read-through to restored Dollar Tree distribution for Hormel.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DLTR Dollar Tree | 8 | +7.2% | |
| COST Costco Wholesale Corporation | 7 | +11.6% | |
| DG Dollar General | 8 | +3.4% | |
| TGT Target Corporation | 8 | +6.7% | |
| WMT Walmart Inc. | 6 | +7.3% |